VENTURE INVESTMENT ASSOCIATES

88 Main Street
Peapack, New Jersey 07977-0131
Tel: 908-532-0020

About VENTURE INVESTMENT ASSOCIATES

VENTURE INVESTMENT ASSOCIATES, formally registered with the SEC as VENTURE INVESTMENT ASSOCIATES. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

VENTURE INVESTMENT ASSOCIATES is a Peapack, New Jersey based Financial Planning firm with nearly $744,311,909 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160002
SEC#	801-73833
Assets Managed by Firm	$744,311,909
No. of Clients	16
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$744,311,909

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